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IFG

Independent Financial Group Portfolio holdings

AUM $4.46B
1-Year Est. Return 29.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.48B
AUM Growth
+$316M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,509
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$13.3M
3
+$10.3M
4
MSTR icon
Strategy Inc
MSTR
+$9.59M
5
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$8.8M

Top Sells

1
+$13.1M
2
+$8.8M
3
+$8.08M
4
MSTY icon
YieldMax MSTR Option Income Strategy ETF
MSTY
+$7.01M
5
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$6.22M

Sector Composition

1 Technology 21.88%
2 Financials 4.55%
3 Consumer Discretionary 4.48%
4 Communication Services 4.06%
5 Industrials 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EPAM icon
1426
EPAM Systems
EPAM
$4.45B
– –
-1,639
EP.PRC icon
1427
El Paso Energy Capital Trust I
EP.PRC
$222M
– –
-8,706
EQR icon
1428
Equity Residential
EQR
$25.7B
– –
-4,337
EXEL icon
1429
Exelixis
EXEL
$13.6B
– –
-11,791
FBTC icon
1430
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.1B
– –
-5,954
FICO icon
1431
Fair Isaac
FICO
$28B
– –
-273
FXE icon
1432
Invesco CurrencyShares Euro Currency Trust
FXE
$399M
– –
-25,503
HDGE icon
1433
AdvisorShares Ranger Equity Bear ETF
HDGE
$64.6M
– –
-160,105
HODL icon
1434
VanEck Bitcoin Trust
HODL
$1B
– –
-39,000
HPQ icon
1435
HP
HPQ
$20.1B
– –
-8,483
HYGH icon
1436
iShares Interest Rate Hedged High Yield Bond ETF
HYGH
$551M
– –
-2,379
HYLB icon
1437
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.46B
– –
-9,006
HYT icon
1438
BlackRock Corporate High Yield Fund
HYT
$1.39B
– –
-10,898
IBTF
1439
DELISTED
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
– –
-15,337
IGRO icon
1440
iShares International Dividend Growth ETF
IGRO
$1.24B
– –
-3,153
INOD icon
1441
Innodata
INOD
$2.36B
– –
-3,750
ISPY icon
1442
ProShares S&P 500 High Income ETF
ISPY
$1.25B
– –
-8,400
JBL icon
1443
Jabil
JBL
$39.6B
– –
-3,483
K
1444
DELISTED
Kellanova
K
– –
-8,672
KVUE icon
1445
Kenvue
KVUE
$37.1B
– –
-27,557
LCID icon
1446
Lucid Motors
LCID
$2.59B
– –
-8,445
LDOS icon
1447
Leidos
LDOS
$13B
– –
-1,127
LEU icon
1448
Centrus Energy
LEU
$3.27B
– –
-1,515
LNT icon
1449
Alliant Energy
LNT
$19.6B
– –
-3,457
LVS icon
1450
Las Vegas Sands
LVS
$30.6B
– –
-3,802
56 57
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